Grow With Seapoint Wealth Advisors
Building enduring partnerships with firms that share our values and vision.
A Boutique Firm With Big Impact
Seapoint Wealth Advisors is an independent wealth management firm based in Del Mar, San Diego, managing approximately $500 million in brokerage and advisory assets. With nearly 30 years of advisory experience, we help clients make confident decisions through every market cycle. Our approach is rooted in comprehensive planning, proactive service, and meaningful relationships.
Seeking Like-Minded Partners
We’re looking to partner with advisory practices that share our commitment to exceptional service and client alignment. Ideal firms manage between $50 million and $300 million in assets and are located in San Diego or Southern California. Fee-based structures are preferred, but cultural synergy is what drives our decisions.
A Vision for Sustainable Growth
Seapoint Wealth Advisors is committed to thoughtful, intentional growth—never at the expense of the personal relationships and planning-first approach that define us. Over the next five years, we aim to expand our presence as one of San Diego’s most respected financial planning firms by welcoming three to five tuck-in advisors and completing at least one significant acquisition.
A Legacy That Lives On
We believe in long-term alignment, not short-term transactions. Advisors who join Seapoint become part of a collaborative culture where their voice matters, their clients are prioritized, and their future is thoughtfully supported. Whether you're planning for succession or seeking a strategic partner, Seapoint offers a home where your values endure and your impact grows.
It's Time to Connect
If you’re an advisor looking for a long-term home for your clients and your practice, we’d love to connect.